Sword proudly offers its Power BI Health Check service, a fast and comprehensive assessment that takes just 2-3 weeks. It evaluates your Power BI estate to identify inefficiencies, optimise performance, and ensure your reporting environment is robust, reliable, and delivering accurate, actionable insights aligned with your business objectives.

What we offer Sword’s Power BI Health Check service is underpinned by a certified, structured maturity assessment framework that evaluates your entire Power BI estate. This framework provides an overall score based on your current state, covering all critical elements of Power BI, including performance, governance, adoption, and data security. By combining the latest industry methods with sector-specific insights, we deliver tailored recommendations to optimise your reporting environment and drive data-driven success.

Maturity Assessment
Performance Optimisation
Governance and Security
Architecture Review
Data Quality and Modelling
Adoption and Usage
Best Practice Alignment
Custom Insights and Recommendations

Benefits

Improved Performance: Identify and resolve bottlenecks to ensure faster report loading.
Enhanced Governance and Security: Strengthen data governance and security practices.
Optimised Power BI Environment: Streamline your Power BI architecture and licenses to improve scalability, efficiency, cost, and maintainability.
Actionable Recommendations: Receive a clear roadmap with prioritised steps to enhance your Power BI estate.
Increased User Adoption: Address usability and adoption gaps.
Tailored Sector-Specific Insights: Benefit from recommendations aligned with your industry’s unique needs.
Cost Efficiency: Reduce wasted resources by addressing inefficiencies in your Power BI setup.

A Power BI Health Check provides a clear and comprehensive understanding of your current reporting environment, helping you identify what’s working well and what needs improvement.

Initial Consultation

Meet with stakeholders to understand business goals, reporting challenges, and current usage of Power BI.
Define the scope and objectives of the health check.

Discovery and Assessment

Gather Information: Collect details on the existing Power BI environment.
Usage Analysis: Review Power BI usage metrics to understand adoption and usage patterns.
Governance and Security: Assess governance policies, user roles, data permissions, and security.

Architecture Review

Analyse the architecture of the Power BI environment, including data sources, dataflows, datasets, and refresh schedules.
Identify performance bottlenecks and inefficiencies in data pipelines and model design.
Review the current license model and identify any cost savings.

Report and Dataset Evaluation

Performance Analysis: Evaluate report load times, query performance, and dataset efficiency.
Data Quality: Inspect datasets and reports for inconsistencies, redundancies, and adherence to best practices.

Identify Training and Upskilling Needs

Evaluate user capabilities and identify areas where training or upskilling is required to improve adoption and self-service analytics.

Develop Recommendations

Provide actionable recommendations to address identified gaps and inefficiencies.
Include prioritised steps for improvement based on business goals and critical needs.

Deliver Findings and Roadmap

Present a detailed report summarising the findings, maturity assessment results, and tailored recommendations.
Deliver a roadmap with short-term and long-term action items to optimize the Power BI environment.

Implementation Support (Optional)

Assist with implementing recommendations, such as performance tuning, governance improvements, or training sessions.

Ongoing Monitoring (Optional)

Set up processes or tools for continuous monitoring to ensure the Power BI environment remains optimised over time.

Microsoft Power BI

Consulting services results